BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs PGIM India Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹1138 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2023 | 24 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | % | % |
| Expense Ratio | 2.13 | 2.14 |
| Manager | Siddharth Chaudhary | Puneet Pal |
| ISIN Code | INF0QA701680 | INF663L01V72 |
| Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.08% | 1.42% |
| 6 Month | 10.46% | 13.17% |
| 1 Year | - | 19.75% |
| 3 Year | - | 10.57% |
| 5 Year | - | - |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.96% | 7.64% |
| 3 Year | 4.96% | 18.36% |
| 5 Year | 4.96% | 20.59% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.9% | 9.08% |
| 3 Year | 5.9% | 23.3% |
| 5 Year | 5.9% | 24.29% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 7.82% |
| Sharp | - | 0.48% |
| Beta | - | 1.02% |
| Alpha | - | -0.67% |
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| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Puneet Pal |
| Total AUM | ₹7136 Cr | ₹20950 Cr |
| Fund Manage | 8 | 19 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Large Cap | 74.19 | 49.05 |
| Others | 22.5 | 32.5 |
| Mid Cap | 2.1 | 14.43 |
| Small Cap | 1.19 | 4.02 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Financial | 20.95 | 27.49 |
| Others | 12.74 | 4.07 |
| Sovereign | 7.24 | 15.74 |
| Energy | 7.94 | 9.9 |
| Communication | 4.03 | 1.86 |
| Construction | 3.83 | 2.73 |
| Consumer Staples | 12.45 | 2.79 |
| Automobile | 5.97 | 4.21 |
| Healthcare | 6.93 | 4.01 |
| Diversified | 1.93 | 1.22 |
| Metals & Mining | 4.85 | - |
| Technology | 2.51 | 5.81 |
| Materials | 3.27 | 2.73 |
| Capital Goods | 3.49 | 6.34 |
| Consumer Discretionary | 0.97 | 1.1 |
| Services | 0.65 | 5.9 |
| Insurance | 0.23 | 2.52 |
| Chemicals | - | 1.21 |
| Textiles | - | 0.37 |
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